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IBM
IBM

Overview Fund Activity

3,336 hedge funds and large institutions have $172B invested in IBM in 2025 Q2 according to their latest regulatory filings, with 299 funds opening new positions, 1,303 increasing their positions, 1,251 reducing their positions, and 114 closing their positions.

Holders
3,336
Holders Change
+121
Holders Change %
+3.76%
% of All Funds
44.78%
Holding in Top 10
119
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+26.6%
% of All Funds
1.6%
New
299
Increased
1,303
Reduced
1,251
Closed
114
Calls
$4.07B
Puts
$3.71B
Net Calls
+$355M
Net Calls Change
-$586M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$1.03B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$28B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$6.59B
4
GQG Partners
4
GQG Partners
Florida
$1.38B
5
Franklin Resources
5
Franklin Resources
California
$387M

Top Sellers

1
Amundi
1
Amundi
France
$1.17B
2
BlackRock
2
BlackRock
New York
$22.9B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$334M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$645M
5
KBC Group
5
KBC Group
Belgium
$321M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
3401
Madison Asset Management
Wisconsin
– -$264K -1,061 Closed
II
3402
Impact Investors
California
– -$263K -1,059 Closed
RR
3403
Robotti Robert
– -$249K -1,000 Closed
FMC
3404
First Merchants Corp
Indiana
– -$242K -975 Closed
MPW
3405
Magnolia Private Wealth
Pennsylvania
– -$239K -962 Closed
CIA
3406
Cascade Investment Advisors
Oregon
– -$236K -950 Closed
S
3407
SharpePoint
Arizona
– -$225K -941 Closed
HA
3408
HFG Advisors
Ohio
– -$232K -931 Closed
CPA
3409
Capital Performance Advisors
California
– -$230K -923 Closed
CA
3410
CGN Advisors
Kansas
– -$228K -916 Closed
AFGAS
3411
Allegiance Financial Group Advisory Services
Virginia
– -$226K -911 Closed
SC
3412
Schoolcraft Capital
Colorado
– -$225K -906 Closed
TVAMP
3413
Tennessee Valley Asset Management Partners
Tennessee
– -$221K -891 Closed
SA
3414
Scarborough Advisors
Maryland
– -$219K -879 Closed
IAP
3415
Indie Asset Partners
Indiana
– -$217K -873 Closed
WCM
3416
Wealthcare Capital Management
Virginia
– -$210K -845 Closed
MFA
3417
McClarren Financial Advisors
Pennsylvania
– -$107K -842 Closed
MWM
3418
Mittelman Wealth Management
Massachusetts
– -$209K -840 Closed
AWM
3419
AAF Wealth Management
Massachusetts
– -$207K -831 Closed
ACA
3420
Ackerman Capital Advisors
Texas
– -$205K -824 Closed
EM
3421
ELCO Management
New York
– -$201K -810 Closed
SGWM
3422
Sterling Group Wealth Management
California
– -$201K -807 Closed
BPAMU
3423
BTG Pactual Asset Management US
New York
– -$178K -715 Closed
GCM
3424
GKV Capital Management
California
– -$174K -700 Closed
PBK
3425
Peoples Bank (Kansas)
Kansas
– -$152K -612 Closed
134 135 136
137
138